Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.76%
2 PTEC 3.26%
3 NBDS 2.73%
4 IPO 1.79%
5 WCLD 1.63%
6 HAPY 1.46%
7 INNO 1.35%
8 FRTY 1.22%
9 PLAT 1.14%
10 XITK 1.05%
11 NTZG 0.99%
12 QMID 0.98%
13 PJFM 0.97%
14 CGMM 0.85%
15 XSW 0.83%
16 GTEK 0.80%
17 AIEQ 0.74%
18 LSEQ 0.71%
19 NUSC 0.71%
20 FXL 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 20.67M (14.60%) -1.63M
Decreased by -7.89%
Jun 30, 25
2 Vanguard Group Inc 11.63M (8.22%) -10.24K
Decreased by -0.09%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 7.58M (5.35%) 254.80K
Increased by +3.36%
Jun 30, 25
4 Capital World Investors 6.40M (4.52%) 740.31K
Increased by +11.57%
Jun 30, 25
5 BlackRock Inc 6.33M (4.47%) 289.83K
Increased by +4.58%
Jun 30, 25
6 Wasatch Advisors LP 4.66M (3.29%) 1.72M
Increased by +36.88%
Jun 30, 25
7 NORGES BANK 3.33M (2.35%) 2.35M
Increased by +70.48%
Jun 30, 24
8 JPMorgan Chase & Co 3.28M (2.32%) 23.04K
Increased by +0.70%
Jun 30, 25
9 HHG PLC 3.26M (2.31%) 71.40K
Increased by +2.19%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 3.10M (2.19%) 6.16K
Increased by +0.20%
Jun 30, 25
11 Principal Financial Group Inc 2.94M (2.08%) 179.09K
Increased by +6.09%
Jun 30, 25
12 Meritage Group LP 2.73M (1.93%) -17.79K
Decreased by -0.65%
Jun 30, 25
13 Tiger Technology Management LLC 2.34M (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
14 XN LP 2.31M (1.63%) 0.00
Increased by 0.00%
Jun 30, 25
15 Assenagon Asset Management SA 2.29M (1.62%) -135.35K
Decreased by -5.92%
Jun 30, 25
16 Champlain Investment Partners, LLC 2.26M (1.60%) 955.45K
Increased by +42.29%
Jun 30, 25
17 Goldman Sachs Group Inc 2.25M (1.59%) 1.23M
Increased by +54.80%
Dec 31, 23
18 Dragoneer Investment Group, LLC 2.24M (1.58%) 1.61M
Increased by +71.75%
Jun 30, 24
19 Fidelity International Ltd 2.21M (1.56%) 390.94K
Increased by +17.68%
Jun 30, 25
20 Echo Street Capital Management LLC 2.01M (1.42%) -107.84K
Decreased by -5.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.27M (3.01%) 100.00K
Increased by +2.34%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 4.27M (3.01%) 100.00K
Increased by +2.34%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.52M (2.49%) -84.68K
Decreased by -2.40%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.25M (2.30%) 2.46K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.72M (1.92%) -18.20K
Decreased by -0.67%
Jul 31, 25
6 Franklin US Small-Mid Cap Growth Equity 2.33M (1.65%) 1.82M
Increased by +78.01%
Mar 31, 25
7 Champlain Mid Cap Fund, LLC 2.33M (1.65%) 176.84K
Increased by +7.59%
Aug 31, 25
8 Principal MidCap R5 2.31M (1.63%) 52.55K
Increased by +2.28%
Jul 31, 25
9 Principal Aligned MidCap Equity 2.26M (1.59%) 147.48K
Increased by +6.54%
Jun 30, 25
10 Wasatch Core Growth 2.02M (1.43%) 427.56K
Increased by +21.16%
Jun 30, 25
11 Fidelity Global Technology A-Dis-EUR 2.00M (1.41%) 3.83K
Increased by +0.19%
Jul 31, 25
12 US Small-Cap Growth II Equity Comp 1.99M (1.40%) -36.33K
Decreased by -1.83%
Jun 30, 25
13 American Funds New Economy A 1.84M (1.30%) 539.63K
Increased by +29.40%
Jun 30, 25
14 Capital Group New Economy Comp 1.84M (1.30%) 539.63K
Increased by +29.40%
Jun 30, 25
15 T. Rowe Price New Horizons 1.70M (1.20%) -283.33K
Decreased by -16.62%
Jul 31, 25
16 HIL Fidelity Global Technology USD 1.65M (1.16%) -314.51K
Decreased by -19.07%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 1.53M (1.08%) -4.12K
Decreased by -0.27%
Jul 31, 25
18 Vanguard Information Technology ETF 1.53M (1.08%) 15.55K
Increased by +1.02%
Jul 31, 25
19 JPM US Mid Cap Growth-MA 1.22M (0.86%) 756.70K
Increased by +62.06%
Sep 30, 23
20 RobecoSAM Smart Energy B EUR 1.18M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25